Skip to content
Disclosery

VERITY Wealth Advisors: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VERITY Wealth Advisors on MSFT, newest first. How the timeline and the estimate are built.

VERITY Wealth Advisors held 6,432 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,432 shares
    Change vs previous 13F +153 shares

    1.45% of the 13F portfolio, value $2,399,265.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,279 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $2,324,297.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,279 shares
    Change vs previous 13F -1,951 shares

    1.89% of the 13F portfolio, value $3,036,650.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,230 shares
    Change vs previous 13F 0 shares

    2.69% of the 13F portfolio, value $4,262,729.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,230 shares
    Change vs previous 13F -911 shares

    2.75% of the 13F portfolio, value $4,093,684.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,141 shares
    Change vs previous 13F -204 shares

    2.54% of the 13F portfolio, value $3,431,440.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,345 shares
    Change vs previous 13F 0 shares

    2.84% of the 13F portfolio, value $3,938,918.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,345 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,021,154.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).